At a Glance
- Tasks: Prepare files for underwriting and analyse client portfolios to identify risks.
- Company: A well-established International Bank with a strong reputation.
- Benefits: Market-leading salary, bonus, and excellent benefits package.
- Other info: Opportunity for industry-related courses and client visits.
- Why this job: Gain valuable experience in finance while progressing your career in a supportive environment.
- Qualifications: Experience in Invoice Finance, analytical skills, and knowledge of Microsoft Office.
The predicted salary is between 46300 - 52800 £ per year.
Our client, a successful and well-established International Bank, requires an experienced Client Executive to join their team in the South East.
Key responsibilities
Credit
- Preparing files for underwriting, including reviewing file for any gaps and giving valued opinion to underwriter on key issues.
- Liaising between Relationship Director and Underwriter to ensure minute updated with any required changes.
- Raising formal offer.
- Ownership of new client payouts, including identification and communication of outstanding pre-conditions and overseeing sign off of the same.
- Assisting RM with set up of new clients.
Risk
- Reporting – working with Senior Operations Manager in compiling the monthly Operational/Risk Report.
- Reporting – Liaising with the Relationship Management team regarding financial analysis on top 10 clients, including reviewing figures and providing analysis/findings to Senior Operations Manager.
- Transferring figures and analysis to monthly Operational/Risk Report.
- Portfolio – working on interrogating the portfolio from a risk perspective.
- Portfolio – analysis of monthly portfolio figures at the start of each month to review and identify risk amongst the portfolio.
- Portfolio – Implementing and managing process of MI Chasing across live portfolio in tandem with RM team.
- Working closely with and providing general support to the Operations team.
This job role represents a good opportunity to progress within the operations team, with the opportunity to undertake industry-related courses whilst also gaining experience through attending prospect and client visits with the Relationship Management team.
Key Requirements
Must have experience in the Invoice Finance and Asset Based Lending industry.
- Has good analytical skills.
- Knowledge/ability to use Microsoft Office products.
- Being a team player who acts with integrity at all times and treats our customers fairly.
- Knowledge of HPD systems (Aquarius and Gemini).
- Has completed UK Finance Foundation & Certificate Course.
The successful candidate will be rewarded with a market-leading salary + bonus + excellent benefits package.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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12/09/2022 employer: Business Money Promotions Ltd
Join one of the UK's leading providers of Invoice Finance, where you will thrive in a dynamic work culture that values integrity and excellence. With a focus on employee growth, we offer comprehensive training and development opportunities, alongside a competitive salary and benefits package, including a car allowance. Located in the picturesque South West of England, our team enjoys a supportive environment that encourages collaboration and innovation, making it an ideal place for professionals seeking meaningful and rewarding careers.
Contact Details:
Business Money Promotions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land 12/09/2022
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Business Money Promotions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace 12/09/2022
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Business Money Promotions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Business Money Promotions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Business Money Promotions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Business Money Promotions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Business Money Promotions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Business Money Promotions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
